+98.5%
AMKR vs IBB
+20.0%
+78.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.2% | +8.3% | +8.2% |
| 7D | +11.1% | -1.7% | +12.8% | +12.7% |
| 30D | -8.1% | +4.9% | -12.9% | -13.3% |
| 3M | -25.6% | +24.2% | -49.8% | -41.6% |
| 6M | +22.5% | +23.8% | -1.4% | -3.7% |
| YTD | +29.1% | +23.0% | +6.1% | +2.5% |
| 1Y | +105.7% | +46.2% | +59.5% | +36.9% |
| 3Y | +133.2% | +64.8% | +68.4% | +38.1% |
| 5Y | +98.5% | +20.9% | +77.6% | +41.0% |
| All | +98.5% | +20.0% | +78.5% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling